Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Companies & Non-ProfitsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Companies & Non-Profits
Focus Areas
Business Transition Planning
Tax Planning
Investment Strategies
Multi-Generational Planning
Client Specialty
Executives
Business Owners
Retirees
Women in Transition
Recognitions
Five Star Wealth Advisor
Community
Fatherhood Foundation of Virginia
Jeff is a Senior Wealth Advisor based in the Richmond, VA office of The Colony Group. He utilizes a goals-based planning approach emphasizing tax efficiency, cash flow management, risk mitigation, philanthropic planning, and investment management. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Life Underwriter®.
Prior to joining The Colony Group, Jeff worked for Northwestern Mutual where he provided financial planning services for a wide array of client needs including education, insurance, tax, investment, and estate planning. Prior to Northwestern Mutual, Jeff worked at LPL Financial where he delivered investment and asset allocation guidance for client portfolios.
Jeff serves on the Community Advisory Board for The Fatherhood Foundation of Virginia as well as mentoring students from Christopher Newport University looking to
pursue a career in the financial services industry. Previously, Jeff volunteered for CancerLinc providing financial advice for families that have been affected by cancer.
Jeff graduated, magna cum laude, from the Pamplin College of Business at Virginia Tech, where he earned his Bachelor of Science in Finance. Jeff earned his Certificate in Financial Planning from The College for Financial Planning. In his spare time, Jeff enjoys spending time with his wife and 2 children, as well as spending time with friends on the golf course.
Published Insights
Topical Viewpoints
Starting 2023 with a Clean Slate
January 11, 2023
What a year! There is a lot to unpack from 2022 whether it be inflation in the US, global issues in Ukraine, Iran and various other countries, COVID restrictions...
In The News
“Mortgage Rates Are Rising. How to Put Together Enough Cash to Buy a Home”
November 25, 2022
The Colony Group’s Jeff Donham CFP®, CLU, Senior Wealth Advisor, spoke with Barron’s in the article “Mortgage Rates Are Rising. How to Put Together Enough Cash to Buy a Home”. Read the full article here.
In The News
The Benefits of Filing Taxes Early
February 1, 2021
"We usually tell our clients to wait until late February or even March to file," said Jeff Donham. Many must wait on tax statements or other documents in order to file an accurate return by April 15 or extend.
In The News
Refinancing-or Paying Off-a Mortgage? Questions to Ask Yourself
November 30, 2020
"Withdrawals from 401(k) funds typically are taxable, which could push you to a higher tax bracket, and you’ll be losing the opportunity for your money to grow," says Jeff Donham CFP®, CLU® of The Colony Group in The Wall Street Journal article, Refinancing-or Paying Off-a Mortgage? Questions to Ask Yourself. “You’re really robbing Peter to pay Paul in that situation."
In The News
35 Ways to Jump-Start Your Emergency Savings
May 27, 2020
Here's a quick tip to jump-start your emergency savings, "Create shorter-term goals. If $3,000 is one month of expenses, set a goal to try to save 5% to 10% of that amount a month or break it up into weekly deposits," says Jeff Donham CFP®, CLU®, Wealth Advisor of The Colony Group.
Another way to save money for a rainy day is to "Get a credit card that pays points that can be converted to cash. Then deposit that cash into your emergency savings," says Patrick Donnelly, CFP®, Vice President & Senior Wealth Advisor of The Colony Group.
Wealth Management
When a family member dies take a deep breath, consult professionals and don’t make any big moves
March 6, 2019
As appeared in Salon.com Life has a way of ramping up stress — both good and bad — at times. In 2018, my wife and I were blessed by...
Wealth Management
How to Protect Your Credit with a Credit Freeze
February 8, 2019
Identity theft affects nearly 60 million Americans, according to a 2018 Harris Poll with credit card fraud accounting for 33% of all identity fraud complaints. One way to protect...